Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Goutam who wrote (81879)	12/3/1999 12:16:00 PM
From: Charles R	Read Replies (1) of 1573000

Goutama, <The current theme is to give all the credit for any AMD breakeven possibility to Flash Memory business and discredit the CPU side of the business.> This view is not just on this thread. A lot of analysts, especially the ones down on AMD share this view. I can understand where this comes from and I think that thought process shows a thorough misunderstanding of the semiconductor industry dynamic. This is a high fixed cost, low variable cost business. Huge money can be made by either increasing units or increasing ASPs and AMD is about to do both. Barring any unforeseen production problems, this puppy is going to explode. Chuck

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